Sundaram Diversified Equity (ELSS) Regular Plan vs NIPPON INDIA ELSS TAX SAVER FUND compare

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tortoise-icon NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

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tortoise-icon Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Fund NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹15673 Cr ₹1560 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹500 ₹500
Launch Date 21 Sep 2005 22 Nov 1999
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 23% 18%
Expense Ratio 1.7 2.17
Manager Ashutosh Bhargava Sudhir Kedia
ISIN Code INF204K01GK4 INF903J01538
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 0.7% 2.06%
6 Month 0.63% 1.89%
1 Year 19.73% 12.52%
3 Year 18.16% 13.41%
5 Year 17.6% 15.61%

SIP Return Analysis

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month - -
1 Year 10.27% 8.5%
3 Year 22.05% 16.12%
5 Year 22.73% 18.08%

Rolling Lumpsum Returns

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 11.45% 12.31%
3 Year 11.83% 15.05%
5 Year 12.64% 13.08%

Risk Management

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 12.81% 11.71%
Sharp 0.91% 0.63%
Beta 0.97% 0.88%
Alpha 2.46% -1.04%

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Fund Managers

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Name Ashutosh Bhargava Sudhir Kedia
Total AUM ₹121448 Cr ₹10423 Cr
Fund Manage 12 8
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Market Cap

Scheme Name

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 0.48 4.07
Large Cap 69.89 71.5
Mid Cap 13.41 15.65
Small Cap 16.22 8.91

Sector Allocation

Scheme Name

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 0.48 4.07
Telecom - Services 3.16 3.46
Petroleum Products 2.72 4.82
Industrial Products 3.64 0.85
IT - Software 6.12 8.45
Construction 3.55 3.63
Finance 9.34 3.86
Banks 21.93 25.97
Pharmaceuticals & Biotechnology 3.31 7.38
Leisure Services 1.86 1.62
Healthcare Services 1 1.05
Cement & Cement Products 2.52 2.65
Capital Markets 3.2 2.07
Chemicals & Petrochemicals 1.76 1.34
Automobiles 2.01 2.9
Insurance 4.61 1.98
Diversified FMCG 1.56 3.36
Consumer Durables 2.45 4.16
Entertainment 1 -
Agricultural Food & other Products 0.9 1.09
Retailing 2.97 2.58
Power 6.62 1
Auto Components 4.25 1
Diversified 1.12 -
Consumable Fuels 1.8 -
Transport Services 1.29 3.24
Realty 0.69 0.35
Beverages 4.14 1.86
Electrical Equipment - 2.21
Gas - 0.64
Oil - 0.83
Transport Infrastructure - 0.56
Ferrous Metals - 1.15

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